Zachary Segal
Senior Manager, CPA

Zachary Segal, CPA, is a senior manager in CohnReznick’s Long Island office. A member of the national Exempt Organization Tax Services (EOTS) practice, Zachary has over fifteen years of experience serving a variety of clients, including public charities, higher education institutions, affordable housing organizations, CDFIs, associations, healthcare organizations, and private foundations.

Zachary Segal

Office | 516-417-5356

Melville, NY

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Experience and credentials

Experience extends to tax-exempt clients with complex investment portfolios, managing compliance with IRS UBIT requirements, foreign filing requirements, and forms governed by the FinCEN
Compliance and consulting pertaining to retirement plans, related to Form 5500 compliance


Extensive knowledge of assisting his clients in the area of tax compliance, including federal and state audits/notices ranging from exemption revocation, employment taxes, unrelated business income tax issues, and issues related to maintenance of tax-exempt status
Served his clients in the areas of taxable organizations, including corporations (C-Corp/S-Corp) and partnerships, providing assistance with both compliance and consulting on complex matters


 

Education

BS, Accounting - State University of New York at Albany 

 

Professional Affiliations

American Institute of Certified Public Accountants (AICPA)
New York State Society of CPAs (NYSSPA)
St. Jude Children’s Research Hospital, St. Jude “Hero Ambassador”/Athlete